Sales Executive

Xcelentra Financial Services Ltd; Milton Keynes; On-site; GBP 25,000 - 42,000; Full time

Job summary

Xcelentra Financial Services Ltd is seeking a Sales Executive to identify and pursue new business opportunities in Milton Keynes. You will build relationships with clients and present tailored financial solutions to meet their needs.

The role is full-time and on-site, requiring strong English communication and a proactive attitude. You will negotiate contracts, meet sales targets, and collaborate with internal teams to ensure client satisfaction.

Qualifications

• Bachelor's degree preferred in Finance, Sales, Marketing, or related field.
• 1–2 years of sales experience or track record of meeting/exceeding targets.
• Excellent English communication skills (written and verbal).
• Proficiency in MS Office, Canva and AI tools.
• Ability to build and maintain relationships and work in a fast-paced environment.

Responsibilities

• Generate sales leads and follow up with inbound leads.
• Make outbound calls to potential customers.
• Communicate with customers via phone, email, and chat.
• Build and maintain strong relationships with customers.
• Meet or exceed sales targets.
• Maintain accurate records of sales activity.
• Identify and address customer needs.
• Assist with research and planning activities.

Skills

Sales experience

Communication skills

Interpersonal skills

Teamwork

Time management

Education

Bachelor's degree in Finance or Marketing

Tools

MS Office

Canva

AI Tools

Job description

Xcelentra Financial Services Ltd specializes in providing accounting, taxation, payroll, and financial services across the UK and Europe. With years of expertise in accountancy, tax management, finance, and immigration, Xcelentra offers end-to-end services, including bookkeeping and compliance with monthly and annual filing requirements. The firm is known for simplifying personal taxation for expatriates, particularly in claiming tax benefits through tailored solutions and consultations. Xcelentra serves leading IT companies and their

employees with customized, technology-driven advisory services. Headquartered in Milton Keynes, the company delivers value-added services supported by talented professionals.

Location: Milton Keynes, England, United Kingdom (On-site)

Role Description

This is a full-time, on-site Sales Executive role located in Milton Keynes. The Sales Executive will be responsible for identifying and pursuing new business opportunities, building strong relationships with prospective and existing clients, and presenting tailored solutions to meet client needs.

Responsibilities include negotiating contracts, achieving sales targets, and maintaining up-to-date knowledge of accounting and financial services to address client queries effectively. The role also requires collaboration with internal teams to ensure consistent client satisfaction. They should have excellent communication skills with a strong command over written and spoken English.

Key Responsibilities

• Generating sales leads and following up with inbound leads
• Making outbound calls to potential customers
• Communicating effectively with customers via phone, email, and chat
• Building and maintaining strong relationships with customers
• Meeting or exceeding sales targets
• Maintaining accurate records of sales activity
• Identifying and addressing customer needs
• Handling and supporting social media activities, including content coordination and engagement
• Assist with property-related research, due diligence and planning activities.

Qualifications and Skills

• Proven work experience as a Sales Personnel is an added advantage
• Excellent communication skills in English, both written and verbal
• Proficiency in MS Office, Canva AND AI Tools
• Strong interpersonal skills with the ability to build and maintain relationships
• Ability to work in a fast-paced environment independently and as a part of a team
• Strong organizational and time management skills

Education

A Bachelor's degree in Finance, Sales, Marketing, or a related field is preferred.

Experience

At least 1-2 years of relevant work experience in sales, with a track record of meeting or exceeding sales targets.